TRUST
Legacy Structuring & Estate Preservation
Our trust structuring services are designed with cross-border wealth protection strategies. We deploy structures such as Foreign Grantor Trusts, Discretionary Trusts, and Purpose Trusts, with tax-compliant planning in mind. This is especially beneficial for multi-jurisdictional families.
Foreign Grantor Trusts is suitable for non-U.S. settlors with U.S. beneficiaries, enabling tax-deferred growth and efficient succession planning while preserving access and flexibility. These are especially valuable when used in conjunction with insurance wrappers, IUPF-linked investments, or offshore fund vehicles.
Our trust offerings are often paired with our investment and family governance capabilities, allowing for integrated long-term planning. Clients trust us to act as the bridge between private wealth and professional structure, working alongside leading trustees, lawyers, and tax advisors to deliver desirable results.